US-based ActiveCampaign certified consultants

ActiveCampaign Consulting Built Around Your Business Processes

We help growing businesses design, implement and optimize ActiveCampaign across marketing automation, CRM, lead management and customer lifecycle campaigns. From account audits and data architecture to complex automations, integrations and reporting, our senior consultants build systems your marketing and sales teams can rely on.

Brands We’ve Worked With

Our ActiveCampaign consulting services

ActiveCampaign Implementation, Optimization and Automation

ActiveCampaign Implementation

We configure ActiveCampaign around your customer lifecycle, sales process, and reporting needs. This includes fields, lists, tags, pipelines, permissions, forms, and account settings, giving your team a structured foundation that remains manageable as the business grows.

Audit and Optimization

We review your account structure, data quality, automations, CRM pipelines, reporting, and email deliverability. You receive a prioritized plan showing what needs attention, what can be simplified, and where ActiveCampaign can support stronger performance.

Workflow and Email Automation

We build automations for lead nurturing, sales follow-up, onboarding, re-engagement, renewals, and customer communication. Each workflow includes the routing, scoring, notifications, tasks, and safeguards needed to keep marketing and sales activity moving.

ActiveCampaign Strategy and Architecture

We define your lifecycle stages, segmentation model, lead-scoring rules, campaign structure, and automation priorities before development begins. This gives your team a practical roadmap and prevents disconnected workflows from building up over time.

CRM and Sales Pipeline Optimization

We structure ActiveCampaign CRM around the way your sales team qualifies, follows up with, and closes opportunities. Our consultants refine deal stages, lead routing, task creation, scoring rules, and marketing-to-sales handoffs so every contact has a defined next step.

Training and Ongoing Support

We train your marketing and sales teams to manage ActiveCampaign. Support can include administrator training, campaign reviews, workflow updates, troubleshooting, documentation, and ongoing guidance as your processes and requirements change.

Activecampaign consultants Since 2016

A Certified ActiveCampaign Partner for more than a decade

We’ve successfully worked on hundreds of ActiveCampaign engagements across SaaS, e-commerce, professional services, healthcare and more!

10+

Year of ActiveCampaign Experience

Helping businesses get more from ActiveCampaign since 2016.

200+

Projects Completed

From audits and migrations to automation, integrations, CRM, and reporting.

100+

Brands served since 2016

Across SaaS, professional services, healthcare, e-commerce, and more.

Client Testimonials

What Our Clients Say

“Working with The Automation Strategy Group helped us bring structure and efficiency to our sales and marketing operations. The systems they put in place made it easier for our team to work smarter, move faster, and close more business without added complexity.”

⭐⭐⭐⭐⭐

William S. Co-Director
Just Mind LLC

“The Automation Strategy Group guided us through a complex CRM transition with zero disruption to the business. Their approach was methodical, well-planned, and respectful of how our team actually works. The result was a stronger foundation for scale.”

⭐⭐⭐⭐⭐

Kirk D. Founder
Option Alpha

“They approached our marketing automation challenges with clarity and discipline. From untangling complexity to delivering systems that actually performed, The Automation Strategy Group proved to be a reliable partner focused on real, measurable outcomes.”

⭐⭐⭐⭐⭐

Satish M. CEO
Agiliron

“The Automation Strategy Group re-engineered our ActiveCampaign and Salesforce setup to support our research-driven storytelling model. What was once passive automation now actively supports growth and revenue. The structure is clear, practical, and easy for our team.”

⭐⭐⭐⭐⭐

Susan S. Senior VP, Marketing
Advent Moves People

ActiveCampaign Integrations We Provide

Connect ActiveCampaign to the Rest of Your Stack

Here are the apps we integrate with ActiveCampaign to support sales follow-up, customer communication, ecommerce, scheduling, and internal notifications. We configure each connection around the data your team needs to share and what should happen when that data changes.

Salesforce

Sync lead and contact data between ActiveCampaign and Salesforce so sales and marketing stay updated. We also configure field mapping, handoff rules, and automation triggers.

Slack

Send ActiveCampaign notifications into Slack when leads, deals, or customer activity need attention. This helps teams respond without checking ActiveCampaign throughout the day.

Zapier

Use Zapier to connect ActiveCampaign with other sales, marketing, and operational tools. We configure the triggers and actions that move data between systems.

Claude

Connect Claude with ActiveCampaign so your team can retrieve contact, campaign, automation, and deal information. Supported actions can also include creating contacts or updating deals.

ChatGPT

CoConnect ChatGPT with ActiveCampaign to access contact, campaign, and deal information. It can also complete supported tasks such as creating deals or adding contacts to automations.

Bigcommerce

Sync BigCommerce customer and order data with ActiveCampaign. This supports segmentation, follow-up campaigns, re-engagement, and purchase-based automation.

Calendly

Connect Calendly with ActiveCampaign so bookings can create or update contacts and deals. Meeting activity can also trigger follow-up workflows and sales tasks.

WooCommerce

Connect WooCommerce with ActiveCampaign so purchase activity can trigger customer campaigns. This includes abandoned-cart follow-up, post-purchase emails, and re-engagement.

Shopify

Sync Shopify customer and purchase data with ActiveCampaign. Use that data to trigger welcome emails, cart recovery, review requests, and post-purchase campaigns.

Our Process

How We Work

The same repeatable process behind every successful ActiveCampaign engagement since 2016.

Audit

We map your funnel, tech stack, and current automations to find the highest-leverage gaps.

Architect

We design the CRM, data model, and automation blueprint before touching a single trigger.

Automate

We build, test, and launch — with clean naming, documentation, and safeguards.

Analyze

We report on revenue impact and iterate monthly. Automation is a system, not a project.

OUR TEAM

Certified ActiveCampaign Consultants Serving Businesses Nationwide

Automation Strategy Group is a US-based, senior-only consulting team serving businesses across the country. Since 2016, we have helped SMEs improve how they use ActiveCampaign for CRM, marketing automation, email campaigns, sales processes, and customer lifecycle programs.

Our consultants work with B2B SaaS, healthcare, education, and financial services companies where ActiveCampaign often sits between marketing, sales, and customer operations.

We work directly with your team to understand the account, fix what is holding it back, and build the workflows and processes your business needs.

View Our ActiveCampaign Certified Consultant Profile

HAVE A QUESTION

Frequently Asked Questions

How much does ActiveCampaign consulting cost?

With the Automation Strategy Group, ActiveCampaign consulting starts at around $1,500 a Blueprint 360 audit and $3,500 per month for ongoing fractional work. Implementations and one-off projects are quoted after a short discovery call.

How long does ActiveCampaign implementation take?

Most implementations are completed within 4–8 weeks. Migrations from another platform typically run 6–10 weeks depending on automation complexity. All timelines are dependent on volume of automations, campaigns etc. that need to be built.

Can you migrate us from HubSpot, Mailchimp, or Klaviyo to ActiveCampaign?

Yes, we can help you migrate from any CRM or Marketing Automation platform. We move contacts, engagement history, automations, and templates while protecting sender reputation.

We already have an in-house marketer. Do we still need you?

Most companies don’t have an ActiveCampaign expert on staff. We work alongside internal teams as senior ActiveCampaign experts to help craft strategy and build the systems your team then owns and iterates on.

What about deliverability problems?

We handle DNS authentication, list hygiene, warm-up sequences, and content review. Most clients see inbox placement improve inside the first 30 days.

Which integrations do you support?

Any integration you’d like. The Automation Strategy Group typically helps integrate Salesforce, Slack, Shopify, WooCommerce, Calendly, Typeform, Stripe, Segment, and 900+ others via native connectors, Zapier, Make, or custom webhooks. We also help connect Claude and ChatGPT to ActiveCampaign through active intelligence.

Ready to get more from ActiveCampaign?

Book a 30-minute strategy call with a certified consultant. We’ll review your account and share the two or three highest-leverage moves — free, no pitch.